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Now that you have contact management and scheduling under your belt, it's time to put it all together with lead tracking and account management.
A "lead" is a business opportunity or relationship that you're trying to build with a customer. Accounts, on the other hand, represent ongoing
business relationships that need regular attention.
You create a lead by giving it a short description and assigning it an initial status, such as "Active". Once you create a lead it will be visible
in the leads tracking tool.
You create accounts the same way, although you won't need to specify a status. However, as accounts become inactive you may want to archive them.
The default view of the account manager tool shows only accounts that have not been archived.
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